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BELL CITY WEALTH, INC.

HILLSBORO, OH · CRD 326354 · IAPD ↗ · bellcitywealth.com · 937-393-3154

$163.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
February 2026 — BELL CITY WEALTH, INC. changed its website from teamocm.com to bellcitywealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
46
February 2026 — BELL CITY WEALTH, INC. notice-filed in IN, KY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2026 — O'DELL CAPITAL MANAGEMENT is now doing business as BELL CITY WEALTH, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
February 2024 — O'DELL CAPITAL MANAGEMENT changed its website from raymondjames.com to teamocm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
73
February 2024 — O'DELL CAPITAL MANAGEMENT reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.